Thomas AllenCRD Number: 5904285
Current Firm: Index Fund Advisors, Inc.
Thomas Allen (CRD# 5904285) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 5 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Index Fund Advisors||Irvine, CA||Sep 2012 - Current||4|
|Cardiff Park Advisors||Carlsbad, CA||Jun 2010 - May 2012||1|
|Cardiff Park Advisors||Carlsbad, CA||Sep 2008 - Jun 2010||1|
|Club Xcite||Solana Beach, CA||Oct 2009 - Mar 2010||< 1|
|Donovan's Steak And Chop House||San Diego, CA||Jun 2008 - Sep 2008||< 1|
|College Student||San Diego, CA||Sep 2005 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2011|
Total Assets Under Management2,727MILLIONS
Total Number of Accounts5,598ACCOUNTS
Average Account Value$487,141
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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